What is fee only and tax focused advice? As fee only advisor, I do not represent a bank, a brokerage firm, or insurance company. My sole source of compensation is paid directly by clients in the form of a fee. Why is that important? If you don’t know how your advisor is being paid how […]
Read more[player id=1934] Joseph Vecchio CPA, CFP, MBA a self-described ‘Hard-Core Fiduciary Advisor’ gives a behind the scenes look into the financial planning process with potential new clients. Learn the 3 BIG QUESTIONS that he uses during a discovery meeting to discover potential client’s motivating factors in life.
Read moreWhat a great financial advisor is NOT Over the last two decades, the value of an advisor (broker or independent) has changed dramatically. Back in the day, the value was in their ability to “beat the market” by picking the right stocks, bonds or mutual funds on your behalf. The reality is, however, that most investors […]
Read moreWants, needs and how we spend our money have all changed, the shift in financial planning to achieve this has been slower to evolve, and we have unfortunately found ourselves in a situation where credit has become more dangerous than ever before and the cause of many economic problems in the US (as we are […]
Read moreThe more you know about how advisors get paid—and how that can affect their advice—the better. How does your financial advisor get paid? The answer may have a direct impact on your portfolio’s performance over time. The type of compensation your advisor receives can affect the advice they give and the products that they recommend. […]
Read moreAs you get older, busier and hopefully wealthier, your financial goals get more complicated. A financial helper can save you time. Like every service provider, a financial advisor is paid for doing their job. However, they don’t all get paid the same way. A fee-only advisor is paid directly by the client on a transparent […]
Read moreShore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.